More dynamic electronics market due to growing international competition Geopolitical risks make leadership difficult in spite of certain growth

摘要

Looking back on the semiconductor and FPD sectors in the electronics market in fiscal 2022 reminds us of the slump in LCDs as well as the gap between supply and demand in the memory market that started in the autumn.Kioxia reduced wafer input volume by 30% from October,exemplifying a market that is anything but favorable heading into the second half of the year.However,the medium,long-term view shows that semiconductor investments being implemented in various regions are thought to ensure the enhancement of demand for gases and equipment.On the other hand,difficulties in business are also predicted to increase even further due to the increasing complexity of friction between the USA and China.So how does the industrial gas industry see current conditions?We summarized responses to this question centered around gas producers.